Front Street Capital Management, a Montana-based RIA managing assets of over $600m, has chosen SEI for its custody and advisor technology requirements.
The partnership is set to provide Front Street with a comprehensive, single infrastructure that spans the entirety of an advisor’s business operations.
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This collaboration includes dedicated service and relationship management, aiming to enhance the end-to-end experience for advisors.
Front Street invests in purpose-driven companies with a focus on long-term compounding and core values such as management integrity and employee empowerment.
Front Street co-founder and chief operating officer Michele Blood said: “SEI’s technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI’s commitment to supporting our distinctive investing activities, while continually enhancing their platform’s capabilities, provided us the comfort to make the switch.”
SEI Advisor business’ RIA client strategy and experience head Gabriel Garcia said: “In today’s landscape, tight integration across technology and operations matters—particularly when it comes to efficiently running a business while providing a connected and collaborative experience for advisors and investors.
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By GlobalData“For more than 30 years, we’ve remained a premier destination for financial intermediaries because of our ability to serve our clients based on their needs.”
SEI is a provider of technology and investment solutions for the financial services sector.
It supports corporations, financial institutions, professionals, and ultra-high-net-worth families.
As of 30 September 2024, SEI is responsible for managing, advising, or administering assets worth around $1.6tn.
Recently, Close Brothers Asset Management announced the implementation of the SEI Wealth PlatformSM and SEI Data Cloud.
